River Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

River Wealth Advisors’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Sell	67,950 -27,052	-28%	-$533K	0.15%	97
2025 Q4	$1.88M	Sell	95,002 -8,156	-8%	-$161K	0.21%	79
2025 Q3	$2.03M	Sell	103,158 -1,566	-1%	-$30.8K	0.24%	80
2025 Q2	$2.06M	Buy	104,724 +9,802	+10%	+$192K	0.26%	79
2025 Q1	$1.86M	Buy	94,922 +11,823	+14%	+$231K	0.26%	78
2024 Q4	$1.62M	Buy	+83,099	New	+$1.62M	0.21%	92

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

River Wealth Advisors's BSCR Position: Q1 2026 in Review

River Wealth Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 28% in Q1 2026, selling an estimated $533K and leaving 67,950 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #97.

River Wealth Advisors first reported a position in BSCR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q2 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

River Wealth Advisors held 67,950 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.33M as of Q1 2026.
River Wealth Advisors sold 27,052 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $533K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.15% of River Wealth Advisors's portfolio in Q1 2026, its #97 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
River Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.06M in Q2 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.